401(k) · DOL Form 5500 · 2023

Swk Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
39th
Percentile by assets National rank
$36,870
Avg per participant Low balance/head
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Official DOL plan name: Swk Management, Inc. 401(k) Plan · Sponsored by Swk Management, Inc. · Florida · Construction

$4M in assets, 100 participants

Swk Management, Inc.'s Swk Management, Inc. 401(k) Plan reported $4M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,324 in Construction (9,030 peers)

Coverage in Florida

Swk Management, Inc. 401(k) Plan covers 100 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#3,324
in Construction (9,030 peers)
+20.6%
assets growth YoY

Swk Management, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Swk Management, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,687,025 39th percentile higher than 39% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Swk Management, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swk Management, Inc. 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swk Management, Inc. 401(k) Plan reported net income rose from -$137K in the plan year 2022 filing to $631K in the plan year 2023 filing.
  • Swk Management, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Swk Management, Inc. 401(k) Plan reported participants fell from 138 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843173233 · Swk Management, Inc. PY 2023 · 401(k)

Swk Management, Inc. 401(k) Plan · $4M · 100 · 39th

  • EBSA $4M
  • EBSA 100
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Hanna Plumbing & Supply Co Profit Sharing Plan
  • EBSA ind #3324

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Florida →

Swk Management, Inc. 401(k) Plan in the asset neighbourhood

Swk Management, Inc. 401(k) PlanSwk Management, Inc. 401(k) …$4MHanna Plumbing & Supply Co Profit Sharing PlanHanna Plumbing & Supply Co P…$4MRichard's Lighting Distributors, Inc. 401(k) Profit Sharing PlanRichard's Lighting Distribut…$4MTrend Services, Inc. Profit Sharing PlanTrend Services, Inc. Profit …$4MMarles Corp 401(k) Profit Sharing Plan & TrustMarles Corp 401(k) Profit Sh…$4M
End-of-year total assets ($M) among Swk Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$631K
Employer EIN843173233
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Swk Management, Inc.)

Sponsor-wide plan assets over time

All Swk Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.46220225159409% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.74M $3.95M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 138 $3M
2023 1 100 $4M
2024 1 292 $4M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Swk Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Swk Management, Inc. 401(k) Plan, Total assets ($B): 0.003687025 · Participants: 100Swk Management, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Swk Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Swk Management, Inc. 401(k) Plan side-by-side with 3 peers →

Swk Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hanna Plumbing & Supply Co Profit Sharing Plan in CA ($4M); by covered participants it is Tantara Transportation Corp. 401(k) Plan & Trust in IA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swk Management, Inc. 401(k) Plan assets move in 2023? ▼
Swk Management, Inc. 401(k) Plan grew sharply - up 20.6% during 2023, from $3M to $4M. Reported net income was $631K.
How have Swk Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swk Management, Inc.'s sponsor-wide assets grew 44.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Swk Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanna Plumbing & Supply Co Profit Sharing Plan in CA ($4M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Swk Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tantara Transportation Corp. 401(k) Plan & Trust in IA (100 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843173233.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.